Power packaging is continuously adapting to power application market trends.
More information on that report at : https://www.i-micronews.com/category-listing/product/power-module-packaging-2018-material-market-and-technology-trends.html
20. 2017 was an impressive year for the IGBT power
module market, as it grew 18.1% compared to
2016. And so far, the perspectives for 2018 are
even better, with over 20% growth in the first half
of the year. The main explanation of this drastic
market explosion is the boost from the electrical
and hybrid electric vehicle (EV/HEV) sector,
especially in China. It has also been an exceptional
year for industrial motor drives in Asia.
Other device modules, like those based on
MOSFETs and bipolar transistors, show a slight
decrease. Consequently the overall power module
market value ended at $3.54B, growing 11.3%
year-on-year. By 2023 the market is expected to
be over $5.5B. This promising market is beneficial
for the packaging material business that Yole
Développement (Yole) covers in this report,
“Power Module Packaging 2018”.
The power module packaging material business is
worth $1.2B, a little more than a third of the total
power module market. It is a very dynamic market,
where continuous innovations and material
enhancements and a lot of R&D investment are
needed. This power module packaging material
market’s compound annual growth rate (CAGR)
for 2017-2023 will be 8.2%, coming close to a $2B
business opportunity by 2023.
In terms of technology, the report takes a deep
look into substrates, baseplates, die-attach,
substrate-attach, encapsulation, interconnections
and thermal interface material (TIM) markets.
Almost 50% of the current $1.2B market value
is substrates and baseplates. Another 25% of
that market is exclusively from die-attach and
substrate attach materials. Major technological
choice trends in these segments can therefore
rapidly impact the power module packaging
overall market.
For instance, the penetration of silver sintering as
a die-attach technology is increasing among the
industry, and even arriving in some EV/HEV power
modules. As this technology is more expensive,
the CAGR2017-2023 for the die-attach market
is 11%, much higher than for the other market
segments.
The second highest CAGR2017-2023 is for
interconnections, at 9.5%. This is because new
interconnection technologies, like flexible
interconnection foils, are more costly compared
to more cost-effective but less reliable aluminum
wire-bonding. The other major technological
change that will impact the global market will be
an increasing use of silicon nitride (Si3N4) active
metal brazing (AMB), which will capture 37% of
the power module substrate market by 2023.
As the demand for Si3N4 increases, its high cost
is expected to decrease faster than the other
ceramic materials.
POWER MODULE PACKAGING 2018: MATERIAL MARKET
AND TECHNOLOGY TRENDS
Market & Technology report - July 2018
THE IGBT POWER MODULE MARKET GREW 18.1% IN 2017, DRIVING THE
POWER MODULE PACKAGING MATERIALS BUSINESS
Power packaging is continuously adapting to power application market trends.
KEY FEATURES
• Presentation of detailed analysis of
thermal interface materials (TIMs),
thermomechanical issues in power
modules and case studies and
technological innovations
• 2017-2023 market value for
the power electronics field and
especially for power modules
• Complete analysis of power
module packaging design
• Deep insight into each part of a
standard power module package:
substrate, baseplate, die attach,
substrate attach, encapsulation and
interconnections
• Technology trends and roadmaps
• 2017-2023 market metrics
and forecasts for each type
of packaging component
(substrate, baseplate, die attach,
substrate attach, encapsulation,
interconnections and TIMs)
• Evolution of different business
models
• Supply chain analysis and evolution
trends
• Complete presentation of Wide
Band Gap device packaging
• Packaging trends for the coming
years
WHAT’S NEW
• Focus on packaging for Wide Band
Gap devices
• Analysis of the newest power
module designs, including the Tesla
Model 3 power module, Mitsubishi
J1-series and Infineon’s HybridPack
Drive
• Insight into emerging business
models within the supply chain
• 2017-2023 market metrics and
forecasts for thermal interface
materials (TIMs)
(Yole Développement, July 2018)
Power module packaging: 2017 -2023 raw material market
size per packaging part
US$ 1.2B
US$ 1.9B
2023
2017
Substrate
Baseplate
Substrate
attach
Casing
Interconnections
Die
attach
Encapsulation
Baseplate
Substrate
attach
Casing
Interconnections
Substrate
Die
attach
Encapsulation
US$
111 M
US$
148 M
US$
201 M
US$
271 M
US$
66 M
US$
85 M US$
75 M
US$
147M US$
155 M
US$
277 M
US$
349 M
US$
390 M
US$
518 M
US$
307 M CAGR 8.2%
US$
147 M
21. POWER MODULE PACKAGING 2018: MATERIAL MARKET AND TECHNOLOGY TRENDS
NEW CHAPTERS: A WBG PACKAGING - TESLA’S MODEL 3 POWER MODULES -
MITSUBISHI ELECTRIC’S J1 SERIES INNOVATIVE INTEGRATED SUBSTRATES
The Power Module Packaging 2018 report has several
newfeatures,includinganentirechapterwhichfocuses
on WBG module packaging challenges, innovations
and future trends. Yole has also introduced the TIM
market and its forecasts as part of the power module
packaging market, building on the 2017 report, where
just the different TIM technologies were described.
Yole’s analysts have also now analyzed the Transient
Liquid Phase Soldering (TLPS) technology as a future
alternative to die-attach.
An exciting, fresh, case study explores Tesla’s Model
3 power module, which has been manufactured by
STMicroelectonics and reverse engineered by System
Plus Consulting. Similarly, photos and an explanation
of Mitsubishi Electric’s J1-series power module, with
its very innovative integrated ceramic and baseplate
pin-fin substrate design secrets. The Power Module
Packaging 2018 report will bring you all these latest
innovations and much more.
Technical trends in power module packaging are
mainly driven by the entrance of the Wide Band
Gap (WBG) materials and the challenging system
requirements of the booming EV/HEV industry.
Indeed, the introduction of the WBG semiconductors
SiC and GaN is pushing the development of new
power packaging solutions, as these devices can work
at higher switching frequencies and higher junction
temperatures.
In order to take advantages of SiC’s properties,
reliable and robust die attach technologies that
work at 200 °C are required. Silver sintering is today
the big star for SiC power modules, due to its high
melting temperature point, exceeding 900°C. In term
of substrates, high thermal conductivity materials
will be chosen such as AlN and Si3N4, as dies need
to dissipate the losses from a smaller surface. In
addition, the interconnection technology is a key
factor for the good performance of SiC devices. Many
companies are therefore developing their own low-
stray inductance interconnections such as GE’s Power
Over Lay (POL) or Semikron’s SKiN technology.
In contrast, GaN devices are not yet packaged in
power modules, and are using advanced packaging
technologies. GaN Systems’ printed circuit board-
embedded GaN packages are the best example.
The EV/HEV industry’s demanding requirements for
high power density and mechatronics integration
are driving many of the other power packaging
innovations. Today, there are two clear trends:
over-molded double-side cooled modules for hybrid
cars and single-side cooled modules with pin-fin
baseplates for battery-only electric cars.
This report summarizes other tendencies such as
the use of organic insulator foils in insulated metal
substrates (IMS) and the “integrated substrates” that
merge a ceramic substrate and a pin-fin baseplate.
With all these new technologies, the EV/HEV power
packaging landscape is fast-evolving and dynamic. That
is why Yole follows the leading packaging material
suppliers like DOWA, Denka, Rogers and Alpha,
and the module manufacturers like Bosch, Mitsubishi
Electric and Semikron, very closely to quickly
understand their future technology innovations.
SiC module packaging: Main technologies that will need to evolve
(Yole Développement, July 2018)
Substrate
High thermal
conductivity ceramics
such as AlNand
Si3N4.
Encapsulation
High-temperature
epoxy or silicone gel.
Die attach
Silver sintering is
expected to become
the preferred choice.
Interconnections
Low-inductance
interconnections.
SiC chips:
High Tj and
high frequency
New designs and new materials are needed
Example of STMicroelectronics’ SiC MOSFETs modules
in Tesla’s Model 3*
(Yole Développement, July 2018)
Example of STMicroelectronics’ SiC MOSFETs
modules in Tesla’s Model 3
reverse engineered by System Plus Consulting
* Extracted from System Plus Consulting
report :Tesla Model 3 Inverter with SiC Power
Module from STMicroelectronics, June 2018
SILVER SINTERING, NEW SUBSTRATES AND INTERCONNECTION TECHNOLOGIES
ARE THE LATEST INNOVATIONS DRIVEN BY EV/HEV AND THE ARRIVAL OF WBG
22. MARKET TECHNOLOGY REPORT
COMPANIES CITED IN THE REPORT (non exhaustive list)
ABB, ACC, Alpha, AM2T, Amkor, AOS, APE, aPSI3D, Avator, ATS, BlueStar, Silicones Bosch, BYD,
CeramTec, Comelec, Continental, CPS Technologis, Danfoss, Delphi, Denso, Dow Corning, Dowa,
Dupont, Dynex, Electrolube, Fuji Electric, GaN Systems, GE, General Electric, Hala, Henkel, Heraeus,
Hitachi, Hitachi Chemical, Honda, Indium Corporation, Infineon, Intel, International Rectifier, KCC,
Kisco Conformal Coating, Kyocera, LS, Mersen, Mitsubishi Electric, Mitsubishi Materials, Momentive,
Müller-Ahlhorn, Nusil Technology, Plansee, Powerex, Powerstax, Ravelin Materials, RHP Technology,
RUISIL, Schneider Electric, Semikron, Shin-Etsu, Specialty Coating Systems (SCS), Shanghai Hua
Hong NEC, Shin Etsu, Siemens, Starpower, STATS ChipPAC, STMicroelectronics, Texas Instruments,
Toshiba, Toyota, TSMC, Valeo, Vincotech, Wacker, and more.
Objectives of the report 4
Executive summary 8
Overall power electronics market 37
Power module market 42
Global trends for power module
packaging 48
Thermomechanical issues in power
modules 63
Power module packaging 71
Composition of a conventional power
module 73
Power module materials and process
choice 77
Interconnections 82
Die and substrate attach 97
Encapsulation 121
Substrates 139
Baseplates 156
Thermal Interface Materials (TIMs) 172
Power modules - case studies 193
Raw materials market for power
packaging 208
Specific market analysis of each part of the
module: Interconnections in power
modules 211
Die attach for power modules 215
Substrate attach for power modules 220
Encapsulation for power modules 225
Substrates for power modules 230
Baseplates for power modules 235
TIM for power modules 240
Business model and supply chain analysis 245
Wide-band gap packaging 286
General conclusions 305
TABLE OF CONTENTS (complete content on i-Micronews.com)
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OBJECTIVES OF THE REPORT
• Highlight power module packaging
market analysis and forecasts
• Provide a deep insight into state-
of-the-art package designs and
materials
• Describe the current packaging
challenges for SiC and GaN Wide
Band Gap devices
• Identify the key technology trends
that will shape the market in the
future
• Understand the main challenges
and proposed innovations
• Deliver supply chain analysis and
trends
Mattin Grao Txapartegi
investigates power packaging
solutions to analyze the latest
technical challenges, market growth and
competitive landscape. Getting a deep
understanding of the technology evolution, the
market trends and the strategies of each player
are part of his mission at Yole. Previously he
acquired a comprehensive expertise in the
design of power converters for EV at Renault
(France). As an engineer, Mattin graduated
from Grenoble INP (FR) with specialization in
embedded systems for transportation. He has
also an advanced master in aeronautics from the
Arts Métiers ParisTech (FR).
Dr. Milan Rosina has 20
years of scientific, industrial
and managerial experience
involving equipment and process development,
due diligence, technology, and market surveys
in the fields of renewable energies, EV/HEV,
energy storage, batteries, power electronics,
thermal management, and innovative materials.
He previously worked for the Institute of Electrical
Engineering in Slovakia, Centrotherm (Germany),
Fraunhofer IWS (Germany), CEA LETI in France,
and utility company ENGIE in France.
Dr. Rosina received his Ph.D. degree from
National Polytechnical Institute (Grenoble,
France).
Alejandra Fuentes
Suarez daily researches
the latest developments in
power converter topologies, passive
components, power modules packaging
and EV/HEV. Previously Alejandra acquired
extensive expertise in the design of power
converters for solar, wind, hydro and
motor drive applications at Semikron
(France). Alejandra graduated from UJF
(Grenoble, FR) and INP (Grenoble, FR)
as an electrical engineer, specializing in
design of power electronics system. She
also holds an advanced master’s in the
field of Marketing and Management of
Energy from the Grenoble Business School
(Grenoble, FR).
As analysts within the Power Wireless division at Yole Développement (Yole) Alejandra Fuentes Suarez,
Dr. Milan Rosina and Mattin Grao Txapartegi co-authored the Power module packaging 2018: Material market
and technology trends report:
AUTHORS
ASSOCIATED REPORT
Automotive Power Module Packaging
Comparison 2018 - Structural, Process and
Cost Report by SystemPlus Consulting
A cost-oriented review of power module packaging
technologies for the automotive market.
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Founded in 1998, Yole Développement has grown to become a group of companies providing marketing, technology and strategy consulting, media and
corporate finance services, reverse engineering and reverse costing services and well as IP and patent analysis. With a strong focus on emerging applications
using silicon and/or micro manufacturing, the Yole group of companies has expanded to include more than 80 collaborators worldwide covering MEMS and image
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